RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Retirement Asset Management$252,816$213,359,615$2,797,942$216,157,557
702Covington Investment Advisors Inc.$943,694$195,667,624$20,438,333$216,105,957
703Waypoint Wealth Partners$595,782$203,215,655$12,457,397$215,673,052
704Emerson Wealth Management$335,935$214,852,904$817,176$215,670,080
705Colorado Financial Management Inc.$366,269$215,000,000$0$215,000,000
706Eidelman Virant Capital$823,755$215,000,000$0$215,000,000
708Northwest Financial Services Inc.$648,279$207,933,251$6,647,037$214,580,288
709The Planning Center Inc.$203,204$214,177,346$0$214,177,346
710Wolf Group Capital Advisors$352,215$200,048,765$14,097,698$214,146,463
711America First Investment Advisors$378,676$197,273,079$16,679,027$213,952,106
712Elm Advisors$522,895$161,729,880$52,134,275$213,864,155
713Raylign Advisory$1,235,012$132,842,537$80,814,616$213,657,153
714Capital Design Associates Inc.$196,681$0$213,398,982$213,398,982
715Atlas Capital Advisors$1,126,984$195,500,000$17,500,000$213,000,000
716SNS Financial Group$227,653$113,200,000$99,200,000$212,400,000
717Paradigm Financial Advisors$773,242$117,287,854$94,580,335$211,868,189
718Hopwood Financial Services Inc.$449,440$204,034,183$7,651,963$211,686,146
719Gardey Financial Advisors$204,607$129,540,916$81,818,372$211,359,288
720Pinnacle Financial Advisors$435,599$204,013,251$7,252,253$211,265,504
721Lifeplan Financial Group Inc.$421,342$204,702,782$6,389,566$211,092,348
722Matrix Wealth Advisors Inc.$1,370,641$211,078,758$0$211,078,758
723MKT Advisors$304,913$90,000,000$121,000,000$211,000,000
724Carl Domino Inc.$594,096$209,611,650$1,292,474$210,904,124
725Northwest Investment Counselors$370,577$209,598,357$1,260,119$210,858,476
726Hc Financial Advisors Inc.$310,515$210,218,360$0$210,218,360
727Purcell Advisory Services$55,903$206,069,672$4,071,478$210,141,150
728Sweetwater Financial Advisors$417,738$210,122,000$0$210,122,000
729Hhm Wealth Advisors$137,836$206,460,000$2,775,000$209,235,000
730Avalon Capital Management$663,975$209,152,000$0$209,152,000
731Montrose Advisors Inc.$34,850,407$34,962,454$174,139,990$209,102,444
732Donnelly Wealth Advisors Inc.$437,902$162,572,327$46,306,879$208,879,206
733Heritage Asset Advisors$229,034$195,321,608$13,557,408$208,879,016
734R.W. Roge & Co. Inc.$832,000$208,000,000$0$208,000,000
735RS Crum Inc.$1,462,158$207,106,400$520,000$207,626,400
736Opes Advisors Inc.$298,563$207,203,041$0$207,203,041
737Financial Designs Corp.$268,914$201,426,683$5,099,295$206,525,978
738L.K. Benson & Co.$5,035,461$0$206,453,892$206,453,892
739Osher Van De Voorde Investment Management$886,486$205,664,667$0$205,664,667
740Newfocus Financial Group$228,906$204,871,233$0$204,871,233
741Vinoy Capital$434,860$191,880,993$12,938,145$204,819,138
742Saddock Wealth$34,126,167$204,757,000$0$204,757,000
743Madden Advisory Services Inc.$200,706$203,515,657$0$203,515,657
744Lowe FS$205,784$199,296,600$4,017,663$203,314,263
745BBK Capital Partners$278,955$192,512,396$10,567,012$203,079,408
746Madison Family Advisors Inc.$4,142,857$203,000,000$0$203,000,000
747Nova Wealth Management Group$1,804,043$201,640,654$412,194$202,052,848
748Wechter Feldman Wealth Management Inc.$285,702$181,690,434$19,729,803$201,420,237
749Pineno Levin & Ford Asset Management Inc.$628,390$193,950,870$7,134,049$201,084,919
750Bernhardt Wealth Management Inc.$370,940$201,049,652$0$201,049,652
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (2) Total AUM is at least $100M. (3) Does not have employees who are registered representatives of a broker-dealer. (4) Provided investment advisory services to clients during its most recently completed fiscal year. (5) No more than 50% of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% of regulatory assets under management is attributable to corporations or other businesses. (8) Does not receive commissions. (9) Provides financial planning services. (10) Is not actively engaged in business as a broker-dealer (registered or unregistered). (11) Is not actively engaged in business as a registered representative of a broker-dealer. (12) Has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.